AGWRX Mutual Fund

AGWRX Mutual Fund

NAV$52.08
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Returns Overview

1 Month
-2.13%
3 Months
+2.12%
6 Months
+3.99%
YTD
+2.52%
1 Year
+9.75%
3 Years (annualized)
+16.44%
5 Years (annualized)
+9.12%
10 Years (annualized)
+15.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGWRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.52%
Peer Avg (YTD)
+6.23%
vs Peers
-3.72%

AGWRX Mutual Fund Performance

AGWRX performance across multiple time periods: 1-month -2.13%, YTD 2.52%, 1-year 9.75%, 3-year 16.44%, 5-year 9.12%, 10-year 15.23%.

AGWRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

AGWRX vs another fund shows side-by-side returns. AGWRX alternatives are available in the Mutual Fund Screener.